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Set up and create your first Claude Skill for business operations

Business owners and professionals who want to create consistent AI assistance for recurring tasks

30-60 minutes for first skill creation

What Success Looks Like

Having a functional Claude Skill that provides consistent, high-value output for a specific business task without needing to re-explain context each time

Steps to Execute

1

Go to Claude settings and click capabilities

2

Scroll down and enable 'skills preview feature'

3

Click 'create with Claude' to start skill creation

4

Describe your business and the specific task you want automated

5

Answer Claude's clarifying questions about your workflow

6

Let Claude build the skill using markdown files

7

Download and upload the skill to your Claude account

8

Test the skill with real examples from your business

9

Iterate and improve based on output quality

Checklist

Skills preview feature is enabled in settings
Clear description of business and task prepared
Examples ready for testing the skill
Understanding of skill vs project distinction
Plan for iterative improvement of skill

Inputs Needed

  • Clear business description
  • Specific task that needs automation
  • Examples of current work for testing
  • Understanding of desired output format

Outputs

  • Functional Claude Skill uploaded to account
  • Consistent, high-value task automation
  • Reduced need to re-explain context
  • Foundation for further skill development

Example

A design agency owner creates a conversion copywriting review skill by describing their AI/SaaS app focus, specifying they'll share screenshots and Figma files, and wanting scored assessments with before/after suggestions. The skill then provides consistent expert-level copy reviews across all future projects.

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